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Published byDerek Newton Modified over 9 years ago
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PECSF Regional Deposits & ServiceBC The way to get cash donations from the Regions to PECSF …
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In areas/regions with no Coast Capital Savings Credit Unions, PECSF volunteers have struggled to manage cash donations and money raised through fundraisers and gaming events. Volunteers have found ingenious ways to get $ to Victoria: Talking banks into giving them free money orders Writing personal cheques in exchange for the money raised Bundling the cash & cheques into double wrapped envelopes and mailing/couriering them to Victoria Each of these ways put the money and the volunteers at risk! Why are we doing this?
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Service BC has stepped in to help PECSF set up a method for money collection at your local Service BC office. Step 1: Fill out some forms Step 2: Take the cash & cheques to Service BC Step 3: Service BC processes the deposit & gives you a receipt. Step 4: Forward Transaction Receipt, & all other forms to PECSF. At the end of the campaign Service BC will transfer the funds to PECSF in Victoria for the amount of ALL the deposits made during the campaign. The solution!
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Once you have held your Fundraiser Events Gaming Events or Collected cash/cheque donations from individual Ensure that you have a completed eForm for each Event or have a signed Pledge form for each Donation. You will use the #s on the top of each eForm and Employee’s Name to complete the Service BC “Transaction Register”. Here’s how it will work:
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Go to: Volunteer Resources or our Sharepoint Site Here you will find the: Service BC PECSF Transaction Summary n Deposit Form.xls Once you open this document you will find all the forms you will need for the deposit process. PECSF Transaction Register PECSF Deposit Form Location - Region #s Listing These forms are found in the tabs along the bottom left of the excel workbook. Here’s how it will work: (Cont’d)
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Once again, go to: http://www.communityfund.gov.bc.ca/formsPECSF.htmhttp://www.communityfund.gov.bc.ca/formsPECSF.htm Here you will find the Regional Deposit and Register Form with ServiceBC It is a good idea to start filling this out as soon as the donations are collected and events finish. If you have lots of forms, then consider doing 1 deposit a month. If you only have a few, then consider doing 1 deposit at the end of the campaign (by November 29, 2013). Transaction Register:
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Once you have collected the donations & event monies: Step 1: Fill out the Transaction Register (see next slide & it’s notes) Step 2: Save the.xls for your files Step 3: print out a copy to accompany the pledge/ fundraiser/ gaming forms that you will send to Victoria after making the deposit Transaction Register (cont’d) :
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The Transaction Register Form!
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Once you have filled out the PECSF Transactions Register tab: Step 1: Click on the Deposit Form tab and fill out this form. (see next slide & it’s notes) Step 2: Save the.xls for your files Step 3: print out 1 copy - 1 to accompany the deposit made at Service BC Step 4: save the originals to accompany the transaction receipt/ pledge/ fundraiser/ gaming forms that you will send to Victoria after making the deposit Deposit Form:
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The PECSF Deposit Form!
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Once you have filled out the Deposit Form tab: Step 1: Save the.xls for your files Step 2: Take the $ and Deposit Form to Service BC to make deposit Step 3: Service BC will give you a Transaction Receipt to accompany the pledge/fundraiser/gaming forms that you will send to Victoria after making the deposit. The Transaction Receipt should add up to the totals on your Deposit Form and look like this … Receipt from ServiceBC:
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The Transaction Receipt from ServiceBC ! OCT 31, 2012 3,000.00 2,000.00 500.00 500.00 5,500.00 311013AD
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Once you have completed the deposit at Service BC, be sure to keep copies of the following for your files: the Service BC PECSF Transaction Summary n Deposit Form.xls Excel document the receipt from Service BC Send the following in one bundle to PECSF in Victoria: the Transaction Receipt from Service BC the PECSF Deposit Form the PECSF Transaction Register the pledge/fundraiser/gaming eForms (as listed on the Transaction Register) What you send to PECSF: And...
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You’re done! AWESOME!!
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If you have any questions about Deposits made at Service BC, contact: A nne Davis, Financial Officer ph: 250 387 4658 email: Anne.Davis@gov.bc.ca Good Luck with your Campaign!
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